Neville Rodie & Shaw Inc. Trims Holdings in UnitedHealth Group Incorporated $UNH

Neville Rodie & Shaw Inc. lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 21.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 5,977 shares of the healthcare conglomerate’s stock after selling 1,602 shares during the quarter. Neville Rodie & Shaw Inc.’s holdings in UnitedHealth Group were worth $2,484,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new stake in UnitedHealth Group in the fourth quarter valued at $25,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group during the fourth quarter valued at about $27,000. Nalls Sherbakoff Group LLC purchased a new stake in UnitedHealth Group in the fourth quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 1.7%

Shares of UnitedHealth Group stock opened at $408.15 on Wednesday. The company has a 50-day simple moving average of $412.54 and a two-hundred day simple moving average of $349.40. UnitedHealth Group Incorporated has a 52-week low of $239.50 and a 52-week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The stock has a market capitalization of $370.66 billion, a PE ratio of 26.26, a price-to-earnings-growth ratio of 1.44 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm earned $4.08 earnings per share. The firm’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is 59.72%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on UNH. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a research report on Tuesday, July 21st. HSBC boosted their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday, July 6th. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research report on Wednesday, April 22nd. Weiss Ratings cut shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. Finally, Morgan Stanley lifted their target price on shares of UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Company Profile

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.